HPQ Silicon: News Flow Supports the Investment Case
The investment case for HPQ Silicon this year is that the company is bringing several technologies to market at once. There has recently been more positive news on this front. The Canadian company has reached an important milestone with the UL 1642 certification of its ENDURA+ Gen4 battery cell. The 21700-format lithium-ion cell thus meets one of the established US safety standards for commercial battery cells. At the same time, capacity has increased from 6,000 to 6,500 mAh compared to the already certified Gen3 platform. HPQ is thus demonstrating that performance can be boosted without compromising on safety requirements.
The certification makes it easier for potential customers and industry partners to evaluate the cells technically, supports qualification programs, and lays an important foundation for integration into battery packs. An additional advantage of the silicon anode technology developed jointly with Novacium is its compatibility with existing production processes for lithium-ion cells. This could accelerate market launch and lower investment barriers for manufacturers.
At the same time, HPQ and Novacium are expanding their sales and business development capabilities for industrial and defense markets. The team has been bolstered by experienced professionals, including a manager with operational experience in French special forces. In addition, the partnership with Offset Links, a consulting firm specializing in industrial and defence markets, is expected to open up new contacts and business opportunities. The initial focus is on Australia, as well as the Middle East and North Africa.
This development is particularly relevant for HPQ, as the company holds exclusive marketing rights for Novacium technologies in Canada, the US, and Mexico. In addition to silicon anodes, Novacium is also working on an autonomous hydrogen production system for civilian and military applications. With these new sales activities, HPQ is clearly shifting its focus from technology development toward commercialization. Against this backdrop, its current valuation of approximately CAD 70 million does not appear expensive.
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TeamViewer: New Momentum from ServiceNow?
It remains to be seen whether TeamViewer will be among the winners or losers of the AI boom. On the one hand, AI-powered automation and autonomous IT processes could increase demand for solutions in remote access, device management, and digital workplace analytics. On the other hand, there is a risk that large software platforms will integrate more and more features themselves, putting specialized providers under price pressure. It will therefore be crucial whether TeamViewer successfully integrates its technology into leading platforms and generates additional revenue from this.
Against this backdrop, TeamViewer and ServiceNow have agreed to a multi-year strategic partnership. TeamViewer’s solutions for digital employee experience and remote connectivity are to be integrated into ServiceNow’s AI platform. The goal is not only to detect IT issues but also to increasingly resolve them automatically with the help of AI agents. Through direct access to end devices, TeamViewer aims to help reduce manual intervention and gradually evolve IT processes toward autonomous management.
The integrated solutions are expected to be available to ServiceNow customers worldwide. Both companies plan to combine their sales and marketing efforts and promote their joint offering, particularly in the areas of IT Service Management, Field Service Management, and Customer Service Management. Furthermore, additional technical integrations and joint innovations are planned. However, the companies did not provide specific details on potential revenue contributions or the financial impact of the partnership.
Infineon: Time to Buy?
Infineon’s stock has experienced a sharp correction, falling by over 20% over the past four weeks. On Friday, the German semiconductor company’s stock was trading at around EUR 63. Is now a good time to buy back in? Not yet, according to analysts at mwb research. Following the sharp price decline, they upgraded Infineon from “Sell” to “Hold.” They estimate the fair value at EUR 60.00. Following the previous strong revaluation driven by the AI boom, expectations had been very high. The experts attribute the subsequent correction primarily to profit-taking and more cautious assumptions regarding AI investments—not to a deterioration in operating performance. Due to the lower share price, the previously unfavourable risk-reward ratio has now largely evened out.
Fundamentally, analysts continue to view Infineon as well-positioned. Demand for power semiconductors for AI applications exceeds supply, enabling high capacity utilization and a more favourable pricing environment. At the same time, demand in the industrial and automotive sectors is gradually improving. For the third quarter, mwb expects results to exceed the company’s forecast. Revenue is expected to exceed EUR 4.1 billion, and the segment profit margin is projected to exceed the upper single-digit percentage range.
For the years 2026 through 2028, analysts expect a significant acceleration in business growth. Revenue is projected to rise from EUR 16.28 billion in 2026 to EUR 18.96 billion in 2027 and EUR 21.43 billion in 2028. EBITDA is forecast to rise from EUR 5.10 billion to EUR 7.02 billion and ultimately to EUR 8.05 billion over the same period. Earnings per share are also expected to improve significantly, rising from EUR 1.87 in 2026 to EUR 2.76 in 2027, then reaching EUR 3.34 by 2028.
Given HPQ Silicon’s positive news flow, it may only be a matter of time before the stock gains momentum. In any case, the valuation of around CAD 70 million does not appear excessive. Analysts at mwb remain cautious on Infineon. While the company is growing rapidly, they believe the shares need to decline further before becoming attractive. TeamViewer is expected to benefit from its partnership with ServiceNow. The collaboration could even reignite speculation about a potential takeover.
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